A complete list of active advisors currently associated with Asset Management Advisors, LLC

Warmer can help you find a great advisor at Asset Management Advisors, LLC or one who fits your needs even better.

Asset Management Advisors, LLC serves individuals, families, family limited liability companies, trusts, corporations and retirement plans, providing discretionary investment management alongside family office services. The firm also offers accounting and recordkeeping, bill‑paying, and estate and tax coordination, and manages oil and gas interests such as royalties and non‑operated working interests for clients. The firm employs a value‑oriented, total‑return investment approach based on fundamental analysis, constructing relatively concentrated portfolios (typically 15–25 holdings) and using bonds, ETFs, margin or covered calls as appropriate. All accounts are managed on a discretionary basis through a custodian relationship that relies on a limited power of attorney for trade execution, and the firm generally does not participate in initial public offerings. Noteworthy aspects include the firm’s family‑office origins and a dedicated oil & gas management practice that maintains specialized accounting and reporting for energy assets and handles revenue collection and working interest billings. The firm is a small, two‑advisor team overseeing roughly $221 million, includes leadership with a CPA and an attorney background to support tax and estate matters, and, in custody situations, accepts bank account signature authority accompanied by annual surprise audits by an independent CPA.

To learn more about the advisors currently working at Asset Management Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.